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Twele Capital Management, Inc.

● SEC registered since 2007CRD 130239SEC# 801-67477Minnetonka, MN
Export (members)
Reg. AUM
$484.4M
Employees
4
Accounts
193
Location
Minnetonka, MN

Twele Capital Management, Inc. assets under management

Twele Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Minnetonka, MN. The firm has been registered since 2007. It reports $484.4 million in regulatory assets under management and employs 4 people.

Twele Capital Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Gregory Ivan Baranivsky ControlPrincipal10-25%2020
John Anthony Twele ControlPresident & Chief Executive & Chief Compliance Officer25-50%2004
Justin D Henne ControlChief Investment Officer10-25%2022
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Frequently asked questions

How much does Twele Capital Management, Inc. manage?

Twele Capital Management, Inc. reports $484.4 million in regulatory assets under management on its Form ADV.

How many employees does Twele Capital Management, Inc. have?

Twele Capital Management, Inc. reports 4 employees.

Where is Twele Capital Management, Inc. located?

Twele Capital Management, Inc. is based in Minnetonka, MN and has been SEC-registered since 2007.

Does Twele Capital Management, Inc. disclose fund performance?

Twele Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5601 Smetana Drive, Suite 707, Minnetonka, MN 55343-9196
Phone952 887 9253
Fax952 938 5934
Office hours8:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1411268
Discloses disciplinary historyNo

Assets under management

Discretionary$484.4M
Non-discretionary$0
Total (RAUM)$484.4M